Wahlstrom Financial Services strive to deliver our clients peace of mind that they will have money when they need it most. Established in 1988, we are a leading, privately owned financial advice business with Gold Coast and Sydney offices. WFS is committed to providing our clients with quality financial advice and superior service based on their individual needs and requirements.
We deliver innovative financial solutions, designed to make a meaningful difference in our client's lives. At WFS, we are passionate about the life-changing value of professional advice in achieving people's financial and lifestyle goals. Great financial advice is about more than just the money. It should be educational, inspirational and empower clients to make life choices and pursue their goals with clarity, purpose and confidence.
We deliver innovative financial solutions, designed to make a meaningful difference in our client's lives. At WFS, we are passionate about the life-changing value of professional advice in achieving people's financial and lifestyle goals. Great financial advice is about more than just the money. It should be educational, inspirational and empower clients to make life choices and pursue their goals with clarity, purpose and confidence.
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Integrity requires honesty and candour in all professional matters. As financial advisers, we are placed in positions of trust by our clients, and the ultimate source of that trust is our personal integrity. Trust is the foundation of a successful financial adviser/client relationship. Knowing this, we are committed to earning your trust through open, honest, direct and professional communication with all of our advisers and staff.
Your life is incredibly busy and you rarely have a spare moment to think about yourself, let alone your personal financial world. But you may still find yourself worrying about whether you're making the most of the assets you have available to you, or how you're going to provide for and protect your family in the future.
You're happy with the income you're earning, but somehow still find yourself worrying about whether you're making the most of your position. Or maybe you're starting to think more about how you'll be able to maintain you and your family's lifestyle after you stop working.
We understand that earning a good income, often comes with a job that takes up a significant amount of your time, and managing your financial world often falls to the bottom of the priority list.You wish you had a way to ensure that your financial world is secure and on-track without you having to be involved in every tiny detail.
We understand that earning a good income, often comes with a job that takes up a significant amount of your time, and managing your financial world often falls to the bottom of the priority list.You wish you had a way to ensure that your financial world is secure and on-track without you having to be involved in every tiny detail.
Your kids are growing up and moving out. You'll miss them, but you're also starting to wonder about how exactly this change in circumstances will affect your cash flow and financial goals. Now has never been a better time to put yourself first and ensure your resources are being used to create your dream financial future.
You're juggling a number of commitments but time is marching on and you find yourself worrying about how prepared you are for the future. Like many people of similar age, a changing financial landscape and the likelihood of living longer than previous generations has meant that preparing for the golden years of your life is not as simple as you may have first expected.
Reviews (5)
Christian I.
Jun 17, 2021
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Considering my financial advisor passed away. To adjust and change policy became quite difficult. Emails to no return, phone calls that never get returned. Strangely the frustrating emails to advice of changes to the structuring internally. Send one abusive email back and walahhh they return one with the smarts to advice language isn't acceptable. Imagine it leading up to that point to begin with. My advice choose someone else. Less hassle that way if you ever want to change your policy you'll know you can rely on the future.
Alex Campbell
Jan 24, 2020
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I knew for some time that I needed to start thinking about my future and get my financial affairs in order, but had no idea where to start. I decided to see a financial adviser, and after driving past their building every day on my way to and from work, I decided to make contact with Wahlstrom Financial Services.
I couldn't me more happier with my decision. My adviser worked through my situation with me, took the time to help me clarify and prioritise my goals. and developed a clear plan to start building my wealth. 4 Years on, and the value that I have received for the fees that I have paid,
I couldn't me more happier with my decision. My adviser worked through my situation with me, took the time to help me clarify and prioritise my goals. and developed a clear plan to start building my wealth. 4 Years on, and the value that I have received for the fees that I have paid,
Gavin Colley
Sep 09, 2019
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Matthew Luscombe
Dec 04, 2017
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I needed to sort out my Life Insurance ,Superannuation and Income Protection 10 years ago or so.
I'm very relieved that I did.
They researched the best coverage for me and my family, help consolidate my Superannuation and made sure that my income protection solution suited my needs, career and lifestyle.
I have had to completely retire early because of medical reasons.
Wahlstrom supported me all the way through all of the claims i needed to submit and followed through with me every step of the way.
Without there knowledge and support my Families future would have been very bleak.
So, without
I'm very relieved that I did.
They researched the best coverage for me and my family, help consolidate my Superannuation and made sure that my income protection solution suited my needs, career and lifestyle.
I have had to completely retire early because of medical reasons.
Wahlstrom supported me all the way through all of the claims i needed to submit and followed through with me every step of the way.
Without there knowledge and support my Families future would have been very bleak.
So, without
Samantha Corcoran
Nov 15, 2014
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I hold my superannuation through Wahlstrom Financial Services. Each time I have met with Chris he has assisted me and helped me understand what I need to do to be on track for my retirement plans (although they are a long time away).
I feel comfortable knowing that my insurances are also looked after well in the case of something happening to me. Thank you & highly recommended!
I feel comfortable knowing that my insurances are also looked after well in the case of something happening to me. Thank you & highly recommended!
